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Aryn Sands

@Accurate Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$521.108MTotal holdings376
Assets growth rate4.68%Assets growth rate (2-Q avg)12.04%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Accurate Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 376 positions.

Assets under management

The assets under management (AUM) of Accurate Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 521.108M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 12.04%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NKENike Inc
Recent Activity
Exited
0%
$458,751
5,592 shares@ $82.04 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$404,158
1,009 shares@ $400.56 avg price
KMBKimberly-clark Corp
Recent Activity
Exited
0%
$333,593
2,297 shares@ $145.23 avg price
JBBBJanus Detroit Str Tr
Recent Activity
Exited
0%
$294,452
5,990 shares@ $49.16 avg price
AUGWAim Etf Products Trust
Recent Activity
Exited
0%
$267,759
9,265 shares@ $28.91 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$251,889
2,138 shares@ $117.82 avg price
OKEOneok Inc New
Recent Activity
Exited
0%
$247,993
2,611 shares@ $94.99 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$232,785
229 shares@ $1016.53 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$221,691
2,487 shares@ $89.14 avg price
ECLEcolab Inc
Recent Activity
Exited
0%
$217,936
844 shares@ $258.22 avg price